Jnr Financial Planner

3 weeks ago

Nuweland, South Africa Edge Personnel Full time

**Jnr Financial Planner**

Basic salary + commission.

Wealth Management Firm, is offering a Financial Graduate a career opportunity within their industry. Enjoy working with top class management and study and learn from support professionals within the field.

**Training to be given in the following**:

- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analysis
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets

**Desired Experience & Qualification**:

- Relevant degree (Bcom / BusSci / Hons preferable)
- Proficiency in MS Office including Word, Excel and PowerPoint

**Skills**:

- Be fluent (speech and writing) in English and Afrikaans
- Good written and verbal communication skills
- Have the ability to manage time effectively
- Have an aptitude for continued learning

Pay: R13,000.00 - R15,000.00 per month

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